+43,351.9%
SBUX vs LOW
+28,248.5%
+15,103.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +1.6% | +1.4% | +0.2% | +1.0% |
| 30D | +14.8% | +21.7% | -6.9% | +6.3% |
| 3M | -0.8% | +5.0% | -5.8% | -2.9% |
| 6M | +2.2% | +4.6% | -2.4% | -0.1% |
| YTD | +29.5% | -3.5% | +32.9% | +29.9% |
| 1Y | +27.0% | +0.5% | +26.5% | +25.3% |
| 3Y | +10.9% | +24.8% | -13.9% | -0.4% |
| 5Y | +7.4% | +6.5% | +1.0% | +1.3% |
| 10Y | +146.3% | +294.6% | -148.3% | +32.8% |
| All | +43,351.9% | +28,248.5% | +15,103.4% | +6,331.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling